ISHARES INC shareholder history

Current and past ISHARES INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2620.00%0.00%0.01%Q2 2013Q3 202378
HUNTINGTON NATIONAL BANK 40180.00%0.00%0.01%Q1 2009Q3 202358
GOLDMAN SACHS GROUP INC 4240.00%0.04%0.08%Q1 2012Q3 202349
MUFG Americas Holdings Corp 48480.00%0.02%0.11%Q4 2010Q3 202248
HSBC HOLDINGS PLC 47470.00%0.02%0.17%Q1 2012Q3 202348
Citadel Advisors 1210.00%0.00%0.02%Q2 2014Q3 202347
BANK OF AMERICA CORP /DE/ 42420.00%0.05%0.16%Q2 2013Q3 202345
KEYBANK NATIONAL ASSOCIATION/OH 44440.01%0.07%0.35%Q4 2012Q3 202344
Stelac Advisory Services LLC 4210.55%1.77%4.07%Q4 2012Q3 202343
COMMERCE BANK 43430.00%0.02%0.19%Q1 2013Q3 202343
ROYAL BANK OF CANADA 42420.00%0.01%0.02%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.05%0.35%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.01%Q2 2013Q3 202342
BAHL & GAYNOR INC 42420.00%0.02%0.06%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.00%0.02%0.06%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.02%0.08%Q2 2013Q3 202342
Rathbones Group PLC 42420.03%0.20%0.55%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.00%0.03%0.11%Q2 2013Q3 202342
LEE DANNER & BASS INC 42420.08%0.13%0.26%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.00%0.01%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.01%0.04%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.02%0.05%Q2 2013Q3 202342
Daiwa Securities Group Inc. 42420.00%0.00%0.01%Q2 2013Q3 202342
Acropolis Investment Management, LLC 42420.01%0.36%3.32%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.03%0.12%Q2 2013Q3 202342
AMG National Trust Bank 42420.01%0.09%0.25%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.04%Q2 2013Q3 202342
MONTAG A & ASSOCIATES INC 42420.02%0.04%0.11%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.00%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.03%0.46%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.01%0.03%0.09%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.05%Q2 2013Q3 202342
TOMPKINS FINANCIAL CORP 3290.01%0.01%0.01%Q2 2013Q3 202341
Endurance Wealth Management, Inc. 41410.01%0.07%0.38%Q2 2013Q2 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.01%Q2 2013Q3 202341
Wharton Business Group, LLC 3380.02%0.79%3.10%Q2 2013Q3 202341
SYNOVUS FINANCIAL CORP 41410.00%0.01%0.02%Q2 2013Q2 202341
FIFTH THIRD BANCORP 4010.00%0.00%0.01%Q2 2013Q3 202341
GREAT WEST LIFE ASSURANCE CO /CAN/ 25160.00%0.01%0.09%Q2 2013Q3 202341
HIGHLAND CAPITAL MANAGEMENT, LLC 41410.02%0.03%0.06%Q3 2013Q3 202341
Compagnie Lombard Odier SCmA 40400.01%0.06%0.29%Q4 2013Q3 202340
HighTower Advisors, LLC 40400.00%0.02%0.04%Q4 2013Q3 202340
GLENMEDE TRUST CO NA 20200.00%0.00%0.00%Q2 2013Q3 202340
BNP PARIBAS FINANCIAL MARKETS 40400.00%0.00%0.02%Q3 2013Q2 202340
SCHRODER INVESTMENT MANAGEMENT GROUP 3370.00%0.00%0.00%Q2 2013Q3 202340
CITY HOLDING CO 40400.00%0.02%0.04%Q4 2013Q3 202340
CIBC Private Wealth Group, LLC 39390.00%0.01%0.04%Q1 2014Q3 202339
STATE STREET CORP 38380.00%0.00%0.00%Q4 2013Q1 202338
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2820.00%0.00%0.01%Q3 2013Q3 202338
EATON VANCE MANAGEMENT 38380.00%0.01%0.01%Q2 2013Q3 202238
BARCLAYS PLC 38380.00%0.00%0.01%Q2 2013Q3 202238
SG Americas Securities, LLC 2410.00%0.03%0.22%Q2 2013Q3 202337
MASSMUTUAL TRUST CO FSB/ADV 2920.00%0.09%0.19%Q2 2014Q4 202337
SignalPoint Asset Management, LLC 2720.06%0.58%3.11%Q2 2013Q1 202337
BESSEMER GROUP INC 3420.00%0.04%0.16%Q2 2013Q3 202336
UBS Group AG 36360.01%0.01%0.02%Q4 2014Q3 202336
Family Firm, Inc. 23120.06%0.13%0.20%Q4 2014Q3 202335
FMR LLC 2420.00%0.00%0.00%Q2 2013Q3 202335
BlackRock Inc. 2960.00%0.01%0.02%Q4 2014Q3 202335
JFS WEALTH ADVISORS, LLC 2870.00%0.00%0.01%Q2 2014Q3 202335
CAMBRIDGE TRUST CO 2780.00%0.06%0.19%Q2 2013Q3 202335
BAR HARBOR WEALTH MANAGEMENT 34340.02%0.40%0.72%Q1 2013Q2 202134
Boston Trust Walden Corp 34340.01%0.01%0.02%Q2 2013Q3 202134
FIL Ltd 34340.00%0.01%0.01%Q2 2015Q3 202334
Carroll Financial Associates, Inc. 2760.00%0.00%0.01%Q2 2013Q4 202133
Cutler Group LLC / CA 710.00%0.00%0.00%Q4 2015Q3 202233
JANE STREET GROUP, LLC 1310.00%0.04%0.39%Q1 2014Q3 202333
Gradient Investments LLC 1710.00%0.00%0.01%Q2 2013Q1 202332
Adams Asset Advisors, LLC 2480.11%0.19%0.28%Q2 2013Q2 202132
Psagot Value Holdings Ltd. 32320.00%0.01%0.03%Q2 2013Q1 202132
FLOW TRADERS U.S. LLC 910.07%0.98%12.75%Q2 2013Q3 202332
WHITTIER TRUST CO OF NEVADA INC 16160.00%0.00%0.01%Q2 2013Q3 202332
CONGRESS ASSET MANAGEMENT CO /MA 1460.00%0.03%0.10%Q1 2014Q3 202332
FIRST CITIZENS BANK & TRUST CO 2750.01%0.11%0.53%Q2 2014Q1 202332
IFP Advisors, Inc 17140.00%0.00%0.01%Q4 2015Q3 202331
CWM, LLC 2280.00%0.00%0.05%Q1 2016Q3 202330
RAYMOND JAMES TRUST N.A. 2820.03%0.09%0.14%Q2 2013Q3 202330
Creative Planning 1210.00%0.00%0.00%Q2 2013Q3 202330
DEUTSCHE BANK AG\ 2460.01%0.05%0.12%Q3 2013Q3 202330
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 30300.01%0.03%0.06%Q3 2013Q4 202030
Private Advisor Group, LLC 1810.00%0.02%0.07%Q4 2013Q3 202330
Rehmann Capital Advisory Group 2220.02%0.12%0.25%Q2 2013Q2 202130
NatWest Group plc 2820.02%0.32%0.70%Q2 2013Q4 202030
BLAIR WILLIAM & CO/IL 2630.00%0.00%0.00%Q2 2013Q3 202329
PRUDENTIAL FINANCIAL INC 1740.00%0.00%0.01%Q2 2013Q1 202129
Palisades Hudson Asset Management, L.P. 2530.22%0.56%1.41%Q3 2015Q2 202328
QCI ASSET MANAGEMENT INC/NY 28280.01%0.02%0.03%Q2 2013Q1 202028
Ledyard National Bank 28280.00%0.06%0.21%Q2 2013Q1 202028
ASSETMARK, INC 1040.00%0.16%1.29%Q3 2013Q4 202228
Asset Management One Co., Ltd. 28280.15%0.28%0.39%Q4 2016Q3 202328
Parallax Volatility Advisers, L.P. 22220.00%0.00%0.00%Q1 2014Q2 201928
Greytown Advisors Inc. 28281.18%1.90%2.92%Q4 2016Q3 202328
Versant Capital Management, Inc 28280.00%0.00%0.00%Q1 2017Q4 202328
TCTC Holdings, LLC 1420.03%0.11%0.18%Q2 2013Q3 202328
Osborn Williams & Donohoe LLC 28280.08%0.14%0.24%Q2 2013Q1 202028
PEOPLES FINANCIAL SERVICES CORP. 2710.00%0.00%0.00%Q3 2016Q3 202328
Transamerica Financial Advisors, Inc. 1110.00%0.04%0.15%Q3 2013Q3 202328
Perkins Coie Trust Co 28280.00%0.01%0.01%Q4 2016Q3 202328
EDMOND DE ROTHSCHILD HOLDING S.A. 15120.00%0.02%0.08%Q2 2015Q3 202327
JOHNSON INVESTMENT COUNSEL INC 2520.01%0.02%0.06%Q2 2013Q1 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.02%0.09%Q2 2013Q4 201927
Banco Santander, S.A. 27270.02%0.07%0.16%Q1 2017Q3 202327
BADGLEY PHELPS & BELL INC 27270.51%0.96%2.71%Q2 2013Q4 201927
OLD MISSION CAPITAL LLC 710.01%0.29%1.04%Q4 2014Q3 202327
Steward Partners Investment Advisory, LLC 27270.00%0.00%0.01%Q1 2017Q3 202327
GAM Holding AG 26260.06%0.11%0.22%Q2 2013Q3 201926
SUNTRUST BANKS INC 26260.01%0.02%0.03%Q2 2013Q3 201926
Israel Discount Bank of New York 1791.73%2.08%2.48%Q1 2017Q3 202326
Parallel Advisors, LLC 2330.00%0.00%0.01%Q4 2016Q3 202326
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1710.00%0.06%0.26%Q3 2013Q3 202026
UBS ASSET MANAGEMENT AMERICAS INC 26260.00%0.01%0.04%Q2 2013Q3 201926
Cerity Partners LLC 2510.00%0.35%0.85%Q1 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.01%0.02%0.09%Q2 2017Q3 202326
Natixis Investment Managers International 26260.43%1.46%3.59%Q2 2013Q3 201926
BUTENSKY & COHEN FINANCIAL SECURITY, INC 2150.09%0.33%0.75%Q4 2014Q2 202126
MV CAPITAL MANAGEMENT, INC. 2230.00%0.04%0.16%Q4 2014Q2 202225
Checchi Capital Advisers, LLC 610.01%0.12%0.66%Q1 2014Q3 202325
SALEM INVESTMENT COUNSELORS INC 1830.00%0.01%0.05%Q2 2013Q3 202325
Raymond James Financial Services Advisors, Inc. 1410.00%0.00%0.01%Q2 2016Q3 202325
SEGALL BRYANT & HAMILL, LLC 25250.00%0.02%0.09%Q1 2013Q1 201925
M&T BANK CORP 25250.00%0.00%0.01%Q3 2013Q3 201925
PICTET ASSET MANAGEMENT LTD 2010.00%0.00%0.01%Q2 2013Q2 202125
Smithfield Trust Co 25250.00%0.00%0.03%Q2 2013Q2 201925
Itau Unibanco Holding S.A. 1620.00%0.03%0.08%Q3 2016Q2 202324
GFS Advisors, LLC 13110.00%0.18%0.49%Q2 2013Q3 202224
TWIN FOCUS CAPITAL PARTNERS, LLC 1430.07%0.26%0.67%Q2 2013Q4 201924
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
McIlrath & Eck, LLC 24240.00%0.02%0.04%Q4 2017Q3 202324
BENJAMIN F. EDWARDS & COMPANY, INC. 1770.00%0.00%0.00%Q1 2014Q3 202024
SCOTIA CAPITAL INC. 13100.00%0.02%0.04%Q2 2013Q2 201923
FRANKLIN RESOURCES INC 870.00%0.01%0.06%Q2 2013Q1 202223
Lattice Strategies LLC 23230.28%1.36%3.59%Q2 2013Q4 201823
Financial Management Professionals, Inc. 1920.00%0.93%3.66%Q2 2013Q2 202323
Winslow, Evans & Crocker, Inc. 1540.00%0.01%0.02%Q4 2013Q4 202023
AGF INVESTMENTS INC. 2120.00%0.00%0.00%Q1 2014Q4 202123
J.P. Morgan Private Wealth Advisors LLC 2120.00%0.01%0.03%Q2 2013Q3 202323
Country Club Trust Company, n.a. 1480.04%0.21%0.40%Q2 2013Q4 201822
STIFEL FINANCIAL CORP 1840.00%0.00%0.01%Q4 2015Q3 202322
MANUFACTURERS LIFE INSURANCE COMPANY, THE 910.00%0.01%0.07%Q4 2014Q3 202322
Advisory Services Network, LLC 1610.00%0.04%0.08%Q4 2013Q4 202222
BB&T SECURITIES, LLC 1560.00%0.01%0.04%Q2 2013Q3 201921
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
MEITAV INVESTMENT HOUSE LTD 1710.02%0.04%0.18%Q4 2017Q3 202321
METLIFE INC 21211.85%4.05%5.71%Q3 2018Q3 202321
Mirae Asset Global Investments Co., Ltd. 2010.00%0.01%0.11%Q3 2013Q2 202321
Raab & Moskowitz Asset Management LLC 2010.03%0.24%0.39%Q4 2013Q4 201921
Covington Capital Management 21210.07%0.11%0.18%Q3 2017Q3 202221
LAZARD ASSET MANAGEMENT LLC 1740.00%0.00%0.07%Q2 2013Q3 202321
BANQUE PICTET & CIE SA 21210.02%0.06%0.16%Q4 2013Q4 201821
FINANCIAL COUNSELORS INC 21210.01%0.01%0.02%Q1 2017Q1 202221
WASHINGTON TRUST BANK 21210.01%0.08%0.16%Q1 2014Q1 201921
PITTENGER & ANDERSON INC 20200.02%0.05%0.10%Q2 2013Q1 201820
RiverFront Investment Group, LLC 1640.09%0.86%2.33%Q2 2009Q4 201520
Lindbrook Capital, LLC 20200.01%0.01%0.02%Q4 2018Q3 202320
Tower Research Capital LLC (TRC) 610.00%0.04%0.23%Q2 2013Q3 202320
AXA S.A. 20200.01%0.03%0.09%Q2 2013Q1 201820
Jacobi Capital Management LLC 1460.00%0.02%0.04%Q1 2018Q3 202320
DUNCKER STREETT & CO INC 20200.01%0.03%0.09%Q4 2013Q3 201820
VERITY Wealth Advisors 1550.21%0.24%0.27%Q4 2018Q4 202320
Money Design Co.,Ltd. 1220.08%2.37%4.36%Q3 2017Q3 202320
American Portfolios Advisors 20200.00%0.00%0.00%Q4 2017Q3 202220
Robertson Stephens Wealth Management, LLC 20200.11%0.34%0.78%Q4 2018Q3 202320
Montecito Bank & Trust 1450.06%0.10%0.16%Q3 2014Q2 201919
Starfire Investment Advisers, Inc. 1180.09%0.21%0.30%Q1 2015Q4 201919
CITIZENS FINANCIAL GROUP INC/RI 19190.00%0.01%0.02%Q4 2015Q2 202019
Lourd Capital, LLC 19190.02%0.03%0.07%Q2 2013Q4 201719
QUADRANT CAPITAL GROUP LLC 19190.00%0.00%0.02%Q2 2015Q4 201919
TSFG, LLC 19190.00%0.02%0.05%Q1 2019Q3 202319
ADVANTAGE INVESTMENT MANAGEMENT, LLC 1720.01%0.07%0.18%Q4 2014Q3 201919
Capital Investment Advisory Services, LLC 1630.00%0.00%0.00%Q4 2018Q3 202319
Rockefeller Capital Management L.P. 19190.01%0.03%0.07%Q1 2019Q3 202319
Mizuho Bank, Ltd. 1630.76%3.33%7.95%Q4 2013Q4 201819
LAKE STREET PRIVATE WEALTH, LLC 19190.40%0.63%1.34%Q1 2019Q3 202319
Zurich Insurance Group Ltd/FI 19190.00%0.00%0.01%Q3 2017Q1 202219
VAN ECK ASSOCIATES CORP 1720.00%0.00%0.01%Q2 2016Q1 202119
Lenox Wealth Management, Inc. 19190.00%0.01%0.02%Q4 2015Q2 202019
Elmwood Wealth Management, Inc. 820.80%1.41%1.68%Q3 2018Q3 202318
MONROE BANK & TRUST/MI 1230.00%0.04%0.11%Q2 2013Q2 201818
Quantitative Investment Management, LLC 710.01%0.13%0.58%Q3 2013Q1 202118
Commonwealth Equity Services, Inc 18180.01%0.03%0.06%Q2 2013Q3 201718
NAVELLIER & ASSOCIATES INC 610.02%0.30%0.66%Q4 2012Q3 202318
Hirtle Callaghan & Co LLC 1350.02%0.11%0.35%Q3 2013Q4 202018
Pinnacle Advisory Group, Inc. 18180.04%0.62%1.70%Q4 2016Q1 202118
Geneos Wealth Management Inc. 1440.00%0.00%0.03%Q1 2016Q4 202218
BRINKER CAPITAL INC 1510.01%0.04%0.10%Q2 2013Q2 201918
Baird Financial Group, Inc. 18180.00%0.05%0.12%Q2 2015Q3 201918
Ancora Advisors LLC 1610.00%0.00%0.00%Q4 2016Q3 202318
Ifrah Financial Services, Inc. 18180.09%0.16%0.19%Q4 2013Q1 201818
Lenox Wealth Advisors, LLC 18180.00%0.00%0.00%Q4 2017Q1 202218
CREDIT SUISSE AG/ 1410.00%0.00%0.02%Q1 2013Q2 202217
LMCG INVESTMENTS, LLC 1070.07%0.19%0.36%Q2 2013Q3 202317
TRUIST FINANCIAL CORP 1610.00%0.00%0.01%Q3 2015Q3 202317
WFG Advisors, LP 17170.00%0.01%0.04%Q2 2013Q2 201717
D.A. DAVIDSON & CO. 17170.00%0.00%0.00%Q2 2013Q2 201717
MASTRAPASQUA ASSET MANAGEMENT INC 1310.02%0.05%0.07%Q2 2015Q1 202217
People's United Financial, Inc. 17170.00%0.01%0.01%Q2 2013Q2 201717
Cresset Asset Management, LLC 1160.00%0.01%0.02%Q4 2018Q3 202317
Column Capital Advisors, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Resonant Capital Advisors, LLC 16160.05%0.12%0.39%Q4 2019Q3 202316
Kore Private Wealth LLC 16160.14%0.28%0.54%Q4 2018Q3 202216
BRANDYWINE OAK PRIVATE WEALTH LLC 1510.00%0.06%0.08%Q4 2018Q3 202316
CVA Family Office, LLC 16160.06%0.13%0.27%Q4 2019Q3 202316
HBC Financial Services, PLLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Cetera Advisor Networks LLC 1510.00%0.02%0.03%Q2 2013Q2 202016
Patten Group, Inc. 1510.01%0.01%0.02%Q4 2014Q4 201816
UBP Investment Advisors SA 16160.32%0.61%0.95%Q4 2017Q3 202116
Polaris Wealth Advisory Group, LLC 16160.90%1.06%1.40%Q1 2016Q4 201916
Janney Montgomery Scott LLC 910.00%0.01%0.01%Q3 2013Q4 201916
Archer Investment Corp 16160.00%0.00%0.01%Q4 2019Q3 202316
Brinker Capital Investments, LLC 920.00%0.13%0.41%Q4 2014Q2 201916
swisspartners Advisors Ltd 16160.21%0.31%0.44%Q4 2019Q3 202316
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 870.02%0.07%0.21%Q1 2019Q4 202215
Avion Wealth 15150.00%0.00%0.00%Q1 2020Q3 202315
GenTrust, LLC 930.01%0.03%0.07%Q2 2019Q2 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
BlackRock Group LTD 15150.00%0.00%0.00%Q2 2013Q4 201615
MSI Financial Services Inc 15150.02%0.04%0.05%Q2 2013Q4 201615
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
METROPOLITAN LIFE INSURANCE CO/NY 1320.00%0.01%0.01%Q3 2014Q2 201815
SIMPLEX TRADING, LLC 510.00%0.00%0.03%Q4 2014Q1 202115
EFG Asset Management (Americas) Corp. 870.00%0.23%0.61%Q4 2013Q3 201715
BlackRock Japan Co. Ltd 15150.02%0.12%0.19%Q2 2013Q4 201615
Foothills Asset Management, Ltd. 15151.23%1.66%1.88%Q3 2016Q1 202015
Ellis Investment Partners, LLC 14140.00%0.00%0.00%Q2 2019Q3 202214
Cribstone Capital Management, LLC 14140.01%0.01%0.01%Q2 2016Q3 201914
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 14140.02%0.36%4.30%Q4 2013Q1 201714
Round Table Services, LLC 14140.38%1.13%2.46%Q4 2016Q1 202014
Ballentine Partners, LLC 770.01%0.05%0.10%Q2 2013Q4 201814
Wealthspire Advisors, L.P. 14140.00%0.00%0.00%Q4 2015Q1 201914
WealthTrust Fairport, LLC 950.00%1.21%2.32%Q2 2013Q1 201914
Bank Pictet & Cie (Europe) AG 14140.20%0.35%0.43%Q3 2015Q4 201814
WESTPORT RESOURCES MANAGEMENT INC 14140.01%0.04%0.07%Q2 2013Q3 201614
BROWN BROTHERS HARRIMAN & CO 710.00%0.00%0.00%Q3 2013Q2 202314
NORTHERN TRUST CORP 1210.00%0.00%0.00%Q2 2013Q4 201814
Zions Bancorporation, N.A. 13130.00%0.01%0.03%Q3 2020Q3 202313
Callan Capital, LLC 13130.09%1.53%2.92%Q2 2013Q2 201613
REGIONS FINANCIAL CORP 1110.00%0.01%0.01%Q2 2013Q1 201913
NEXT Financial Group, Inc 620.00%0.00%0.01%Q2 2014Q4 201913
Hexagon Capital Partners LLC 13130.11%0.16%0.19%Q3 2020Q3 202313
Community Bank, N.A. 13130.00%0.00%0.01%Q4 2014Q4 201713
WELLINGTON MANAGEMENT GROUP LLP 310.00%0.00%0.00%Q2 2013Q1 201813
Van Hulzen Asset Management, LLC 1010.06%0.27%0.45%Q4 2013Q4 202013
Hexavest Inc. 820.00%0.01%0.03%Q1 2015Q4 201913
CULLEN/FROST BANKERS, INC. 13130.00%0.00%0.00%Q1 2019Q1 202213
Oakworth Capital, Inc. 13130.01%0.02%0.02%Q4 2013Q4 201613
Alpha Omega Wealth Management LLC 13130.04%0.14%0.19%Q4 2016Q4 201913
Renaissance Technologies 610.00%0.00%0.00%Q1 2018Q3 202313
THOMPSON DAVIS & CO., INC. 13130.02%0.03%0.04%Q3 2014Q3 201713
PRUDENTIAL PLC 1110.01%0.06%0.11%Q2 2013Q4 202213
SOA Wealth Advisors, LLC. 12120.01%0.01%0.01%Q4 2020Q3 202312
Rikoon Group, LLC 12120.16%0.19%0.30%Q3 2016Q2 201912
Balentine LLC 750.00%0.00%0.01%Q2 2016Q3 202312
Proquility Private Wealth Partners, LLC 12121.22%1.54%1.82%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
BREWIN DOLPHIN LTD 840.00%0.01%0.01%Q3 2017Q2 202212
Resolute Advisors LLC 12120.03%0.13%0.50%Q4 2020Q3 202312
Wealthcare Advisory Partners LLC 1110.00%0.00%0.00%Q3 2017Q1 202112
PARTNERS CAPITAL INVESTMENT GROUP, LLP 930.16%0.59%1.05%Q4 2017Q3 202312
Cetera Advisors LLC 610.00%0.04%0.16%Q2 2013Q1 202212
EVOKE WEALTH, LLC 1110.00%0.00%0.00%Q3 2019Q3 202212
Ellevest, Inc. 12120.00%0.00%0.00%Q4 2019Q3 202212
Migdal Insurance & Financial Holdings Ltd. 12120.00%0.00%0.00%Q3 2017Q2 202012
Sandy Spring Bank 1110.00%0.01%0.01%Q1 2014Q1 201812
NorthCoast Asset Management LLC 1110.67%1.23%2.52%Q3 2018Q3 202112
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 11110.00%0.00%0.00%Q2 2013Q4 201511
Yorktown Management & Research Co Inc 920.04%0.05%0.07%Q2 2013Q1 201611
STRATTON MANAGEMENT CO 11110.19%0.24%0.28%Q2 2013Q4 201511
HIGH POINT BANK & TRUST CO 11110.00%0.00%0.00%Q2 2014Q4 201611
IndexIQ Advisors LLC 650.00%0.05%0.13%Q1 2017Q4 201911
First Allied Advisory Services, Inc. 710.00%0.04%0.30%Q2 2013Q3 201911
TWO SIGMA SECURITIES, LLC 610.00%0.04%0.26%Q1 2015Q1 202311
SEI INVESTMENTS CO 1010.00%0.00%0.00%Q3 2015Q1 201911
Pinnacle Summer Investments, Inc. 11110.00%0.07%0.13%Q2 2013Q4 201511
Financial Architects, Inc 410.00%0.01%0.05%Q2 2013Q1 201911
Sterling Investment Advisors, Ltd. 11110.02%0.02%0.02%Q4 2016Q2 201911
BRIDGES INVESTMENT COUNSEL INC/ 11110.17%0.28%0.38%Q2 2013Q4 201511
CURIAN CAPITAL LLC 11110.19%0.43%1.00%Q2 2013Q4 201511
Virtu Financial LLC 310.01%0.06%0.25%Q1 2014Q3 201811
BREMER TRUST NATIONAL ASSOCIATION 11110.09%0.10%0.11%Q2 2015Q4 201711
MCMILLION CAPITAL MANAGEMENT INC 410.00%0.07%0.22%Q2 2013Q3 202211
ROPES WEALTH ADVISORS LLC 920.00%0.01%0.02%Q3 2016Q4 201911
Manchester Capital Management LLC 11110.00%0.00%0.00%Q2 2013Q4 201511
DAVIDSON & GARRARD INC 11110.33%0.43%0.50%Q2 2013Q4 201511
BROWN ADVISORY INC 710.00%0.00%0.00%Q2 2013Q2 202110
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 730.02%0.11%0.19%Q2 2013Q4 201710
Harel Insurance Investments & Financial Services Ltd. 10100.00%0.00%0.00%Q1 2016Q2 201810
Rothschild & Co Wealth Management UK Ltd 10100.03%0.06%0.09%Q1 2014Q2 201610
Cooperatieve Rabobank U.A. 10100.59%2.10%4.43%Q2 2013Q3 201510
VALLEY NATIONAL ADVISERS INC 820.00%0.00%0.00%Q3 2019Q2 202310
EMFO, LLC 10100.03%0.04%0.04%Q2 2021Q3 202310
PSI Advisors, LLC 910.00%0.00%0.00%Q4 2019Q3 202310
Soltis Investment Advisors LLC 10100.03%0.09%0.15%Q4 2019Q1 202210
Brick & Kyle, Associates 10100.06%0.08%0.11%Q4 2014Q1 201710
Convergent Wealth Advisors 10100.70%0.98%1.29%Q2 2013Q3 201510
Chevy Chase Trust Holdings, LLC 610.00%0.00%0.00%Q3 2013Q4 201910
Patriot Financial Group Insurance Agency, LLC 640.00%0.02%0.04%Q4 2016Q2 201910
FinTrust Capital Advisors, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
First Horizon Advisors, Inc. 910.00%0.02%0.04%Q2 2016Q3 202310
CREATIVE FINANCIAL DESIGNS INC /ADV 10100.00%0.00%0.00%Q2 2020Q3 202210
Apriem Advisors 910.00%0.00%0.01%Q4 2013Q1 201710
Brown Advisory Securities, LLC 10100.05%0.12%0.21%Q4 2016Q1 201910
COOPERMAN LEON G 10100.02%0.03%0.05%Q2 2021Q3 202310
Daiwa SB Investments Ltd. 730.00%0.00%0.01%Q3 2016Q1 201910
Regal Investment Advisors LLC 10100.00%0.02%0.07%Q2 2013Q3 201510
BRIDGES INVESTMENT MANAGEMENT INC 10100.33%0.43%0.55%Q2 2013Q3 201510
Carnegie Capital Asset Management, LLC 10100.04%0.12%0.26%Q2 2013Q3 201510
55I, LLC 10100.02%0.07%0.24%Q2 2020Q3 202210
MCF Advisors LLC 710.00%0.01%0.01%Q3 2014Q1 202010
Global Retirement Partners, LLC 420.00%0.00%0.01%Q2 2018Q3 202310
FIRST INTERSTATE BANK 990.00%0.00%0.00%Q3 2017Q3 20199
Semper Trust Co. 990.44%0.61%0.70%Q2 2013Q2 20159
Aberdeen Wealth Management LLC 810.01%0.01%0.01%Q1 2021Q3 20239
HENGEHOLD CAPITAL MANAGEMENT LLC 990.22%0.46%0.74%Q4 2014Q4 20169
IBM Retirement Fund 810.01%0.01%0.02%Q1 2014Q2 20169
Qube Research & Technologies Ltd 510.00%0.02%0.06%Q1 2021Q3 20239
LS Investment Advisors, LLC 990.00%0.00%0.00%Q4 2013Q4 20159
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 990.51%0.59%0.68%Q3 2021Q3 20239
USA FINANCIAL FORMULAS 510.04%0.06%0.08%Q1 2018Q4 20219
NewSquare Capital LLC 990.09%0.13%0.24%Q2 2013Q2 20159
OLD NATIONAL BANCORP /IN/ 990.02%0.20%0.44%Q3 2014Q3 20169
CEDAR CAPITAL, LLC 410.10%0.64%1.57%Q4 2017Q3 20219
ENTERPRISE FINANCIAL SERVICES CORP 990.01%0.01%0.01%Q3 2013Q3 20159
TUCKER ASSET MANAGEMENT LLC 720.00%0.01%0.01%Q4 2020Q2 20239
WELCH & FORBES LLC 990.01%0.02%0.02%Q2 2013Q2 20159
Vontobel Holding Ltd. 990.00%0.00%0.01%Q3 2021Q3 20239
Jefferies Group LLC 990.00%0.00%0.00%Q4 2016Q4 20189
KCS Wealth Advisory 990.22%0.28%0.37%Q4 2017Q4 20199
Virtu KCG Holdings LLC 610.00%0.03%0.06%Q4 2013Q4 20169
Riggs Asset Managment Co. Inc. 991.45%2.54%2.89%Q2 2016Q2 20189
OPTIMUM INVESTMENT ADVISORS 990.00%0.00%0.00%Q1 2018Q1 20209
BOSTON FINANCIAL MANGEMENT LLC 990.18%0.41%0.53%Q2 2013Q2 20159
COLONY GROUP LLC 990.00%0.07%0.47%Q4 2013Q4 20159
WOLVERINE TRADING, LLC 310.00%0.00%0.00%Q3 2017Q3 20219
PGIM Custom Harvest LLC 440.03%0.10%0.23%Q4 2020Q3 20238
HABERER REGISTERED INVESTMENT ADVISOR INC 880.00%0.00%0.02%Q2 2013Q1 20158
First Command Bank 880.06%0.09%0.11%Q4 2016Q3 20188
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
MANAGED ACCOUNT ADVISORS LLC 880.01%0.05%0.11%Q3 2013Q2 20158
Archford Capital Strategies, LLC 880.00%0.00%0.00%Q1 2015Q4 20168
PARSONS CAPITAL MANAGEMENT INC/RI 880.00%0.10%0.15%Q2 2013Q1 20158
REILLY FINANCIAL ADVISORS, LLC 510.00%0.00%0.00%Q3 2017Q4 20218
FIRST NATIONAL BANK SIOUX FALLS 880.12%0.14%0.16%Q2 2013Q1 20158
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 880.62%0.72%0.78%Q4 2021Q3 20238
Arlington Partners LLC 880.02%0.16%0.47%Q3 2021Q2 20238
Hudock, Inc. 710.00%0.01%0.01%Q2 2013Q3 20168
Byrne Asset Management LLC 880.00%0.00%0.00%Q4 2021Q3 20238
ETFIDEA, LLC 880.12%0.16%0.20%Q4 2021Q3 20238
MMBG INVESTMENT ADVISORS CO. 880.11%0.12%0.13%Q4 2021Q3 20238
First Command Financial Services, Inc. 880.01%0.07%0.11%Q4 2016Q3 20188
Congress Wealth Management LLC / DE / 880.06%0.44%0.69%Q4 2021Q3 20238
Mizuho Trust & Banking Co., Ltd. 880.12%0.13%0.15%Q4 2014Q3 20168
Capital Bank & Trust Co 710.00%0.00%0.00%Q4 2017Q2 20208
Karpus Management, Inc. 880.03%0.42%0.70%Q2 2013Q1 20158
BOSTON PRIVATE BANK & TRUST CO 880.07%0.08%0.09%Q2 2013Q1 20158
Allworth Financial LP 880.00%0.00%0.00%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.01%0.04%0.05%Q2 2013Q1 20158
SVB WEALTH LLC 210.00%0.02%0.10%Q2 2019Q3 20217
Truvestments Capital LLC 520.00%0.02%0.05%Q2 2019Q1 20217
Kestra Advisory Services, LLC 410.00%0.00%0.01%Q3 2020Q2 20237
IEQ CAPITAL, LLC 770.01%0.02%0.03%Q1 2022Q3 20237
HAZLETT, BURT & WATSON, INC. 770.01%0.01%0.01%Q1 2022Q3 20237
Trust Co 770.00%0.00%0.01%Q1 2021Q3 20227
Avior Wealth Management, LLC 770.01%0.02%0.03%Q1 2014Q3 20157
Mariner, LLC 610.00%0.21%0.39%Q3 2013Q3 20167
Jane Street Holding, LLC 330.00%0.01%0.01%Q2 2013Q4 20137
Connectus Wealth, LLC 770.15%0.28%0.48%Q1 2022Q3 20237
SHAPIRO ROBERT N 770.01%0.01%0.01%Q2 2013Q4 20147
PATHSTONE FAMILY OFFICE, LLC 770.00%0.03%0.06%Q2 2019Q4 20207
Garde Capital, Inc. 610.59%1.44%2.25%Q2 2014Q3 20167
AEGON ASSET MANAGEMENT UK PLC 770.47%0.74%0.96%Q2 2013Q4 20147
Charter Oak Capital Management, LLC 770.02%0.02%0.02%Q4 2020Q2 20227
YorkBridge Wealth Partners, LLC 770.00%0.00%0.00%Q4 2016Q2 20187
NEW ENGLAND SECURITIES CORP /MA/ 770.02%0.03%0.06%Q2 2013Q4 20147
FOUNDERS BANK & TRUST 770.01%0.04%0.05%Q2 2013Q4 20147
ASPIRIANT, LLC 770.02%0.03%0.04%Q2 2018Q4 20197
Virtue Capital Management, LLC 430.10%0.16%0.27%Q4 2017Q4 20197
First Financial Bank - Trust Division 770.05%0.06%0.08%Q4 2013Q2 20157
PRIVATE TRUST CO NA 770.28%0.35%0.40%Q1 2013Q3 20147
Tyler-Stone Wealth Management 520.01%0.04%0.08%Q4 2021Q3 20237
Atria Investments, Inc 210.02%0.10%0.25%Q4 2013Q2 20197
FIRST FOUNDATION ADVISORS 770.02%0.03%0.04%Q2 2017Q4 20187
HARBOR INVESTMENT ADVISORY, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Lombard Odier Transatlantic Ltd 772.98%3.38%3.72%Q1 2015Q3 20167
Mathes Company, Inc. 770.13%0.13%0.14%Q4 2013Q2 20157
Squar Milner Financial Services LLC 520.00%0.00%0.01%Q2 2018Q1 20207
Integrated Wealth Management 770.01%0.01%0.01%Q1 2015Q3 20167
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 770.00%0.00%0.00%Q1 2016Q3 20177
Legacy Financial Advisors, Inc. 770.00%0.04%0.10%Q4 2017Q2 20197
Cobble Hill Financial Services, INC 770.49%2.43%4.96%Q1 2013Q3 20147
Crewe Advisors LLC 770.00%0.04%0.09%Q1 2022Q3 20237
OneDigital Investment Advisors LLC 770.00%0.01%0.02%Q4 2017Q2 20197
Bluefin Trading, LLC 310.02%0.06%0.11%Q1 2014Q3 20187
Cable Hill Partners, LLC 330.00%0.01%0.02%Q4 2014Q3 20176
EDMOND DE ROTHSCHILD (SUISSE) S.A. 660.02%0.03%0.06%Q2 2015Q3 20166
NATIONAL PLANNING CORP 510.01%0.05%0.22%Q2 2013Q4 20146
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q1 2014Q2 20226
US FINANCIAL ADVISORS, LLC 660.00%0.01%0.02%Q4 2014Q1 20166
IHT Wealth Management, LLC 660.00%0.04%0.22%Q4 2016Q1 20186
Liberty Capital Management, Inc. 660.00%0.01%0.03%Q3 2016Q4 20176
Laird Norton Wetherby Wealth Management, LLC 510.02%0.02%0.02%Q4 2020Q2 20226
Willow Creek Wealth Management Inc. 420.10%0.11%0.12%Q2 2018Q4 20196
SOLARIS ASSET MANAGEMENT LLC 660.20%0.22%0.23%Q3 2016Q4 20176
CAPTRUST FINANCIAL ADVISORS 210.00%0.00%0.00%Q3 2017Q2 20226
Sequent Asset Management, LLC 660.52%1.54%2.58%Q2 2014Q3 20156
Laurel Wealth Advisors LLC 660.01%0.01%0.01%Q2 2021Q3 20226
INTERACTIVE FINANCIAL ADVISORS, INC. 660.00%0.01%0.02%Q2 2013Q3 20146
COMMUNITY BANK SYSTEM, INC. 660.01%0.01%0.01%Q2 2013Q3 20146
TRUSTCORE FINANCIAL SERVICES, LLC 420.01%0.01%0.01%Q4 2017Q2 20196
GW HENSSLER & ASSOCIATES LTD 660.04%2.18%4.57%Q2 2013Q3 20146
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 510.00%0.00%0.00%Q4 2019Q3 20236
Capital Investment Advisors, LLC 660.12%0.16%0.21%Q4 2013Q1 20156
Intercontinental Wealth Advisors, LLC 420.01%0.04%0.12%Q4 2018Q2 20206
Cottage Street Advisors LLC 510.34%0.51%0.73%Q4 2015Q2 20176
Fulcrum Equity Management 310.08%0.19%0.31%Q1 2019Q2 20216
PATTEN & PATTEN INC/TN 660.03%0.06%0.14%Q2 2013Q3 20146
Antonetti Capital Management LLC 660.74%1.07%1.37%Q2 2013Q3 20146
Camarda Financial Advisors, LLC 660.00%0.00%0.00%Q4 2013Q1 20156
McAdams Wright Ragen, Inc. 660.02%0.02%0.02%Q2 2013Q3 20146
American Research & Management Co. 660.00%0.00%0.00%Q1 2014Q2 20156
LCNB CORP 510.14%0.23%0.31%Q4 2016Q3 20186
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 660.01%0.05%0.07%Q2 2022Q3 20236
UBS AG 660.01%0.01%0.02%Q2 2013Q3 20146
Ferris Capital, LLC 510.05%0.06%0.07%Q2 2017Q1 20196
Placemark Investments, Inc. 660.02%0.03%0.04%Q2 2013Q3 20146
GOFEN & GLOSSBERG LLC /IL/ 660.01%0.01%0.01%Q2 2013Q3 20146
B. Riley Wealth Management, Inc. 660.00%0.00%0.00%Q1 2014Q2 20156
Laird Norton Wetherby Trust Company, LLC 660.43%0.49%0.52%Q4 2020Q1 20226
MERCER GLOBAL ADVISORS INC /ADV 660.00%0.01%0.02%Q1 2021Q2 20226
PHILLIPS FINANCIAL MANAGEMENT, LLC 510.02%0.02%0.02%Q1 2022Q3 20236
Creegan & Nassoura Financial Group, LLC 510.25%0.26%0.28%Q4 2014Q3 20166
Vontobel Swiss Wealth Advisors AG 510.04%0.18%0.24%Q4 2014Q2 20216
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC 660.94%1.11%1.37%Q2 2016Q3 20176
SeaCrest Wealth Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
FIRST MANHATTAN CO. LLC. 310.00%0.00%0.00%Q4 2018Q3 20236
Shamrock Asset Management LLC 510.00%0.93%1.81%Q3 2013Q2 20166
FARMERS & MERCHANTS INVESTMENTS INC 550.00%0.00%0.00%Q4 2014Q4 20155
BB&T INVESTMENT SERVICES, INC. 550.00%0.00%0.00%Q4 2016Q4 20175
Wilmington Trust, National Association 550.01%0.02%0.03%Q2 2013Q2 20145
KANAWHA CAPITAL MANAGEMENT LLC 550.04%0.13%0.21%Q2 2013Q2 20145
Choate Investment Advisors 310.00%0.00%0.01%Q2 2014Q1 20215
Institute for Wealth Management, LLC. 410.01%0.07%0.17%Q2 2013Q4 20195
Savior LLC 410.00%0.00%0.01%Q4 2019Q2 20215
ClearBridge Investments 550.00%0.00%0.00%Q2 2013Q2 20145
AGF Investments LLC 410.00%0.00%0.00%Q1 2018Q2 20195
Opera Trading Capital 320.00%0.01%0.02%Q2 2017Q3 20185
BlackRock Investment Management, LLC 320.00%0.00%0.00%Q1 2014Q4 20155
NICHOLS & PRATT ADVISERS LLP /MA 550.02%0.02%0.02%Q2 2013Q2 20145
Euclid Advisors LLC 550.10%0.18%0.24%Q3 2013Q3 20145
GHP Investment Advisors, Inc. 550.01%0.01%0.01%Q1 2022Q1 20235
Karp Capital Management Corp 550.02%1.12%1.52%Q3 2016Q3 20175
MARINER INDEPENDENT ADVISOR NETWORK, LLC 310.04%0.10%0.19%Q2 2014Q2 20185
CHOREO, LLC 550.04%0.05%0.05%Q1 2017Q1 20185
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 550.00%0.00%0.02%Q4 2015Q4 20165
Dentgroup LLC 550.18%0.23%0.26%Q3 2022Q3 20235
AVALON CAPITAL MANAGEMENT 310.71%1.04%1.52%Q1 2014Q2 20165
LILLEY & CO 553.09%3.24%3.53%Q2 2013Q2 20145
AMERICAN NATIONAL BANK 550.02%0.02%0.03%Q3 2022Q3 20235
Investors Research Corp 550.00%0.00%0.00%Q3 2022Q3 20235
Activest Wealth Management 310.00%0.00%0.00%Q4 2021Q3 20235
Clarus Wealth Advisors 550.00%0.01%0.02%Q2 2018Q2 20195
BHF Kleinwort Benson Group S.A. 550.00%0.00%0.00%Q4 2013Q4 20145
ALLIANCEBERNSTEIN L.P. 550.00%0.00%0.00%Q1 2014Q1 20155
Spire Wealth Management 550.00%0.00%0.00%Q1 2021Q1 20225
New Vernon Capital Holdings II LLC 550.69%0.87%1.26%Q4 2018Q4 20195
F-Squared Investment Management, LLC 550.04%0.25%0.44%Q3 2013Q3 20145
Fiduciary Trust Co International of Pennsylvania 310.01%0.12%0.21%Q2 2013Q2 20175
L & S Advisors Inc 550.03%0.04%0.06%Q4 2018Q4 20195
JOYN Advisors, Inc. 550.00%0.00%0.00%Q2 2013Q2 20145
MONEY CONCEPTS CAPITAL CORP 310.00%0.05%0.19%Q1 2022Q2 20234
Crosspoint Capital Strategies, LLC 220.00%0.05%0.08%Q4 2013Q4 20154
FORESTERS ASSET MANAGEMENT INC. 440.31%0.38%0.46%Q2 2016Q1 20174
Port Capital LLC 440.03%0.06%0.09%Q4 2017Q3 20184
DB Wealth Management Group, LLC 440.04%0.05%0.05%Q4 2021Q3 20224
XL Group Investments Ltd 441.11%1.80%2.77%Q4 2016Q3 20174
Snowden Capital Advisors LLC 310.00%0.00%0.00%Q2 2019Q4 20214
NewEdge Advisors, LLC 210.00%0.02%0.06%Q3 2017Q2 20234
BANK OF THE WEST 440.03%0.05%0.06%Q3 2013Q2 20144
Spectrum Financial Alliance Ltd LLC 440.00%0.00%0.00%Q1 2018Q4 20184
SNS Financial Group, LLC 440.11%0.14%0.17%Q2 2014Q1 20154
Squarepoint Ops LLC 310.00%0.01%0.02%Q1 2018Q1 20234
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
MARINO, STRAM & ASSOCIATES LLC 440.01%0.01%0.01%Q4 2017Q3 20184
Corient Private Wealth LLC 440.01%0.01%0.01%Q4 2022Q3 20234
PACIFIC FINANCIAL GROUP INC 440.51%0.90%1.07%Q1 2019Q4 20194
HALL LAURIE J TRUSTEE 440.01%0.01%0.01%Q4 2017Q3 20184
Pinnacle Bancorp, Inc. 440.00%0.00%0.01%Q1 2020Q4 20204
Leading Edge Financial Planning LLC 440.15%0.23%0.32%Q4 2022Q3 20234
tru Independence LLC 110.00%0.01%0.02%Q4 2019Q2 20214
Aevitas Wealth Management, Inc. 440.01%0.01%0.01%Q4 2017Q3 20184
AXS Investments LLC 440.06%0.11%0.13%Q2 2022Q1 20234
BOSTON ADVISORS LLC 220.01%0.01%0.01%Q2 2013Q2 20154
Integris Wealth Management, LLC 440.70%1.46%1.78%Q4 2022Q3 20234
Belpointe Asset Management LLC 440.00%0.01%0.01%Q2 2022Q1 20234
Johnson Financial Group, Inc. 220.00%0.01%0.01%Q2 2013Q1 20154
Next Level Private LLC 440.40%0.46%0.52%Q4 2022Q3 20234
Strait & Sound Wealth Management LLC 440.19%0.23%0.27%Q4 2022Q3 20234
Private Capital Group, LLC 210.00%0.00%0.01%Q1 2018Q3 20194
Parkside Financial Bank & Trust 440.13%0.14%0.16%Q3 2013Q2 20144
BESSEMER SECURITIES LLC 225.82%6.49%7.35%Q2 2015Q1 20194
Ahrens Investment Partners LLC 310.00%0.00%0.00%Q4 2021Q1 20234
BigSur Wealth Management LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Manifold Partners, LLC 223.59%5.35%8.17%Q1 2018Q2 20194
Stanford Investment Group, Inc. 440.02%0.04%0.04%Q1 2016Q4 20164
Morton Brown Family Wealth, LLC 440.03%0.04%0.05%Q4 2021Q3 20224
WealthShield Partners, LLC 310.00%0.00%0.00%Q1 2018Q3 20204
EASTERN BANK 440.02%0.02%0.02%Q3 2013Q2 20144
Sowell Financial Services LLC 110.00%0.03%0.06%Q4 2016Q1 20214
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Sharper & Granite LLC 441.04%1.10%1.17%Q4 2022Q3 20234
Spruce Investment Advisors LLC 210.28%0.55%0.95%Q1 2014Q2 20174
Ayalon Insurance Comp Ltd. 440.03%0.18%0.35%Q1 2015Q4 20154
Edmond de Rothschild (Europe) 440.03%0.03%0.04%Q2 2015Q1 20164
Argentus Capital Management, LLC 440.00%0.02%0.05%Q4 2015Q3 20164
INTEGRATED WEALTH COUNSEL, LLC 440.26%1.36%2.46%Q2 2013Q1 20144
Park Place Capital Corp 440.00%0.00%0.00%Q4 2022Q3 20234
ROBERTSON STEPHENS ADVISORS LLC 441.26%1.96%2.95%Q4 2016Q3 20174
PHILADELPHIA TRUST CO 440.03%0.03%0.03%Q1 2022Q4 20224
MITCHELL SINKLER & STARR/PA 440.26%0.41%0.84%Q2 2013Q1 20144
Spot Trading L.L.C 220.00%0.01%0.02%Q4 2013Q1 20144
Fusion Investment Group, LLC 440.01%0.13%0.29%Q4 2013Q3 20144
RATIONAL ADVISORS LLC 310.02%0.41%0.56%Q2 2009Q3 20114
STRATEGIC WEALTH MANAGEMENT INC 212.92%5.31%6.80%Q4 2012Q1 20183
FORBES J M & CO LLP 331.40%1.49%1.58%Q2 2013Q4 20133
F3Logic, LLC 330.06%0.09%0.11%Q4 2018Q2 20193
Bank Julius Baer & Co. Ltd, Zurich 330.00%0.00%0.00%Q4 2020Q2 20213
Dorsey & Whitney Trust CO LLC 330.04%0.06%0.09%Q2 2019Q4 20193
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Rafferty Asset Management, LLC 330.04%0.06%0.07%Q2 2013Q4 20133
Waverly Advisors, LLC 330.00%0.01%0.01%Q2 2014Q4 20143
Advisors Preferred, LLC 210.04%0.08%0.14%Q1 2014Q2 20213
OARSMAN CAPITAL, INC. 330.16%0.17%0.18%Q3 2013Q1 20143
MGO ONE SEVEN LLC 210.01%0.01%0.01%Q4 2017Q4 20183
PICTON MAHONEY ASSET MANAGEMENT 330.00%0.00%0.00%Q4 2018Q2 20193
Kavar Capital Partners, LLC 210.00%0.00%0.00%Q1 2014Q3 20153
Diversified Trust Co 330.02%0.02%0.02%Q4 2019Q2 20203
Essex Savings Bank 330.00%0.00%0.00%Q4 2018Q2 20193
Pathway Financial Advisors LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Paloma Partners Management Co 330.01%0.01%0.01%Q3 2019Q1 20203
SMITH SHELLNUT WILSON LLC /ADV 330.01%0.01%0.01%Q1 2021Q3 20213
WealthTrust-Arizona, LLC 330.01%0.02%0.04%Q2 2013Q4 20133
Verition Fund Management LLC 210.02%0.02%0.03%Q3 2016Q1 20183
Intersect Capital LLC 330.19%0.21%0.23%Q4 2014Q2 20153
BECKER CAPITAL MANAGEMENT INC 330.02%0.02%0.02%Q1 2023Q3 20233
COMERICA BANK 210.01%0.01%0.01%Q2 2013Q3 20233
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Willow Street Advisors LLC 330.24%0.27%0.32%Q2 2013Q4 20133
Clal Insurance Enterprises Holdings Ltd 330.00%0.00%0.00%Q4 2014Q2 20153
Alexandria Capital, LLC 330.00%0.00%0.00%Q2 2013Q4 20133
Nadler Financial Group, Inc. 330.38%0.44%0.50%Q2 2013Q4 20133
Keebeck Wealth Management, LLC 330.02%0.20%0.32%Q4 2019Q2 20203
WealthPLAN Partners, LLC 210.00%0.00%0.00%Q1 2015Q3 20163
KWMG, LLC 330.00%0.00%0.00%Q2 2018Q4 20183
NWAM LLC 330.57%0.59%0.62%Q2 2012Q4 20123
Thomas J. Herzfeld Advisors, Inc. 330.00%0.00%0.00%Q2 2014Q4 20143
WASHINGTON TRUST Co 110.00%0.00%0.00%Q2 2018Q4 20203
JAMES INVESTMENT RESEARCH INC 330.00%0.00%0.00%Q2 2013Q4 20133
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
Lumature Wealth Partners, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Glass Jacobson Investment Advisors llc 210.00%0.00%0.01%Q4 2022Q3 20233
Ballew Advisors, Inc 330.01%0.01%0.01%Q1 2018Q3 20183
Horan Capital Advisors, LLC. 110.00%0.00%0.00%Q3 2017Q3 20193
LANDAAS & CO /WI /ADV 210.00%0.00%0.00%Q3 2017Q2 20183
Torch Wealth Management LLC 330.04%0.04%0.04%Q4 2013Q2 20143
OPPENHEIMER & CO INC 330.14%0.26%0.32%Q2 2013Q4 20133
AdvisorNet Financial, Inc 330.00%0.00%0.00%Q4 2021Q2 20223
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q3 2017Q2 20203
Legacy Private Trust Co. 210.05%0.22%0.56%Q2 2014Q3 20173
Executive Wealth Management, LLC 330.01%0.34%0.56%Q4 2018Q2 20193
All Season Financial Advisors, Inc. 210.56%1.08%2.07%Q2 2022Q1 20233
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.05%0.05%0.06%Q4 2017Q3 20183
Plante Moran Financial Advisors, LLC 110.00%0.01%0.01%Q4 2015Q3 20193
ASPIRIANT HOLDINGS S3, LLC 330.10%0.11%0.12%Q2 2013Q4 20133
Lloyds Banking Group plc 330.00%0.01%0.01%Q2 2013Q4 20133
CLEAR STREET MARKETS LLC 110.00%0.00%0.01%Q2 2013Q4 20223
MCKINLEY CAPITAL MANAGEMENT LLC 330.00%0.00%0.00%Q3 2016Q1 20173
HARVEST GROUP WEALTH MANAGEMENT, LLC 330.01%0.01%0.01%Q3 2019Q1 20203
WEST CHESTER CAPITAL ADVISORS, INC 330.25%0.26%0.27%Q2 2013Q4 20133
Halpern Financial, Inc. 330.01%0.01%0.01%Q2 2021Q4 20213
PICTET ASSET MANAGEMENT SA 330.00%0.00%0.00%Q3 2021Q1 20223
WBH ADVISORY INC 330.03%0.09%0.15%Q3 2021Q1 20223
TRIANGLE PEAK PARTNERS, LP 331.11%1.47%1.97%Q4 2014Q2 20153
Enterprise Trust & Investment Co 330.00%0.00%0.00%Q3 2021Q1 20223
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2019Q1 20203
RiverGlades Family Offices LLC 330.18%0.18%0.20%Q4 2017Q2 20183
UNITED SERVICES AUTOMOBILE ASSOCIATION 330.06%0.08%0.11%Q2 2016Q4 20163
Weatherstone Capital Management 110.05%0.43%1.10%Q4 2013Q1 20193
Clearstead Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
HARBOUR INVESTMENTS, INC. 220.00%0.00%0.00%Q2 2021Q3 20212
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Sensato Investors LLC 220.09%0.13%0.17%Q3 2019Q4 20192
Surevest, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 220.07%0.07%0.07%Q2 2013Q3 20132
Financial Gravity Asset Management, Inc. 220.00%0.01%0.01%Q2 2019Q3 20192
Western Wealth Management, LLC 220.05%0.07%0.08%Q2 2019Q3 20192
Arkadios Wealth Advisors 110.00%0.00%0.00%Q1 2021Q3 20212
AFT, FORSYTH & COMPANY, INC. 220.04%0.04%0.04%Q2 2013Q3 20132
Cornerstone Advisors, Inc. 220.00%0.00%0.01%Q3 2018Q4 20182
Hilltop Holdings Inc. 220.24%0.39%0.54%Q2 2023Q3 20232
KCM INVESTMENT ADVISORS LLC 220.04%0.05%0.05%Q2 2014Q3 20142
Marotta Asset Management 220.20%0.30%0.40%Q4 2019Q1 20202
LEO BROKERAGE, LLC 220.07%0.08%0.09%Q3 2020Q4 20202
Strategic Capital Group LLC 220.01%0.01%0.01%Q2 2013Q3 20132
Amundi 220.00%0.00%0.01%Q2 2023Q3 20232
HRT FINANCIAL LP 220.01%0.01%0.01%Q4 2022Q1 20232
Holloway Wealth Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20182
Heritage Trust Co 220.00%0.00%0.00%Q3 2018Q4 20182
SEI TRUST CO 220.00%0.00%0.00%Q2 2013Q3 20132
Icon Wealth Partners, LLC 110.00%0.05%0.10%Q4 2017Q1 20202
Brookstone Capital Management 220.01%0.01%0.01%Q2 2015Q3 20152
BOKF, NA 110.00%0.01%0.01%Q2 2013Q3 20172
VICUS CAPITAL 110.14%0.27%0.39%Q3 2013Q1 20142
COOKSON PEIRCE & CO INC 220.03%0.03%0.03%Q2 2019Q3 20192
UMB Bank, n.a. 220.00%0.00%0.00%Q1 2022Q2 20222
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 220.08%0.08%0.08%Q3 2019Q4 20192
Neuberger Berman Group LLC 110.00%0.00%0.00%Q4 2021Q2 20222
PERSONAL CFO SOLUTIONS, LLC 220.11%0.12%0.13%Q3 2019Q4 20192
Capital Directions Investment Advisors, LLC 110.01%0.01%0.01%Q3 2021Q1 20222
V Wealth Advisors LLC 110.29%0.38%0.47%Q1 2016Q3 20162
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
CAXTON ASSOCIATES LP 110.01%0.02%0.02%Q3 2013Q1 20142
Anchor Investment Management, LLC 220.00%0.00%0.00%Q3 2023Q4 20232
LOOMIS SAYLES & CO L P 220.01%0.01%0.01%Q1 2019Q2 20192
Cherry Tree Wealth Management, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q3 2019Q1 20202
WILMINGTON TRUST CO 220.00%0.00%0.00%Q1 2014Q2 20142
Acorn Wealth Advisors, LLC 220.00%0.00%0.01%Q4 2017Q1 20182
Bartlett & Co. LLC 110.00%0.00%0.00%Q2 2013Q1 20142
McCarthy Grittinger Financial Group, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Northeast Financial Consultants Inc 110.07%0.11%0.15%Q4 2013Q3 20182
CAPITAL GUARDIAN TRUST CO 220.00%0.00%0.00%Q3 2018Q4 20182
JNBA Financial Advisors 110.00%0.06%0.13%Q1 2016Q3 20182
Westshore Wealth, LLC 220.33%0.34%0.35%Q1 2021Q2 20212
Norway Savings Bank 220.11%0.11%0.11%Q4 2020Q1 20212
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q1 2021Q1 20222
JANUS HENDERSON GROUP PLC 220.01%0.01%0.02%Q2 2013Q3 20132
Beaumont Financial Partners, LLC 110.07%0.13%0.19%Q1 2018Q2 20212
Realta Investment Advisors 220.00%0.00%0.00%Q1 2019Q2 20192
VALLEY WEALTH MANAGERS, INC. 220.07%0.37%0.68%Q2 2013Q3 20132
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.01%Q4 2019Q1 20202
MARSHALL WACE, LLP 110.00%0.00%0.00%Q1 2019Q1 20202
H&H Retirement Design & Management INC 221.37%1.69%2.01%Q1 2020Q2 20202
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20232
HOLLENCREST CAPITAL MANAGEMENT 221.14%1.16%1.17%Q2 2016Q3 20162
Fiera Capital Corp 220.00%0.00%0.00%Q2 2018Q3 20182
WOLVERINE ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2017Q2 20192
American Financial Network Advisory Services LLC 220.01%0.01%0.01%Q3 2017Q4 20172
Smart Portfolios, LLC 220.00%1.48%2.96%Q1 2018Q2 20182
INDEPENDENT INVESTORS INC 220.12%0.13%0.13%Q2 2013Q3 20132
Linscomb & Williams, Inc. 220.04%0.06%0.08%Q2 2013Q3 20132
Winchester Group Inc. 220.06%0.06%0.07%Q2 2013Q3 20132
QUATTRO FINANCIAL ADVISORS LLC 110.04%0.45%0.87%Q3 2017Q1 20182
HERITAGE WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
ALBION FINANCIAL GROUP /UT 220.13%0.14%0.14%Q2 2013Q3 20132
Kingsview Wealth Management, LLC 110.04%0.05%0.06%Q3 2019Q1 20232
ZACKS INVESTMENT MANAGEMENT 110.03%0.03%0.03%Q2 2014Q1 20152
ABERDEEN ASSET MANAGEMENT PLC/UK 220.01%0.01%0.01%Q3 2016Q4 20162
MONECO Advisors, LLC 220.09%0.10%0.10%Q2 2022Q3 20222
FAIRFIELD, BUSH & CO. 110.00%0.00%0.01%Q2 2022Q2 20232
R & A Capital Management, LLC 220.56%0.57%0.58%Q2 2013Q3 20132
TRUST CO OF VERMONT 110.00%0.00%0.00%Q2 2013Q2 20222
Glassman Wealth Services 110.00%0.01%0.01%Q3 2016Q1 20232
Willingdon Wealth Management 220.00%0.00%0.00%Q3 2017Q4 20172
Catamount Wealth Management 220.00%0.00%0.00%Q4 2018Q1 20192
BerganKDV Wealth Management, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
AMERICAFIRST CAPITAL MANAGEMENT, LLC 220.02%0.02%0.02%Q4 2014Q1 20152
Itau USA Asset Management Inc. 221.69%1.76%1.84%Q3 2013Q4 20132
Davis Capital Management 220.03%0.03%0.03%Q1 2020Q2 20202
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2013Q3 20142
OLD MISSION CAPITAL, LLC 110.05%0.16%0.27%Q4 2016Q4 20202
Royal Fund Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Blue Trust, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Ground Swell Capital, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
ADVISOR PARTNERS LLC 110.05%0.05%0.05%Q3 2018Q3 20181
HOWE & RUSLING INC 110.00%0.00%0.00%Q3 2018Q3 20181
Goelzer Investment Management, Inc. 110.06%0.06%0.06%Q1 2013Q1 20131
FDx Advisors, Inc. 110.02%0.02%0.02%Q1 2017Q1 20171
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q4 2016Q4 20161
Y-Intercept (Hong Kong) Ltd 110.05%0.05%0.05%Q1 2022Q1 20221
Quantitative Advantage, LLC 116.16%6.16%6.16%Q4 2013Q4 20131
Sierra Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
PVG ASSET MANAGEMENT CORP 110.30%0.30%0.30%Q3 2016Q3 20161
ADVISOR CONSULTANT NETWORK INC 110.40%0.40%0.40%Q3 2016Q3 20161
GUGGENHEIM CAPITAL LLC 110.00%0.00%0.00%Q4 2016Q4 20161
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.05%0.05%0.05%Q4 2015Q4 20151
BECK MACK & OLIVER LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Aris Wealth Services, Inc. 110.10%0.10%0.10%Q1 2015Q1 20151
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Claro Advisors LLC 110.01%0.01%0.01%Q4 2018Q4 20181
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
SANDERS MORRIS HARRIS LLC 110.07%0.07%0.07%Q1 2016Q1 20161
MOTCO 110.00%0.00%0.00%Q4 2018Q4 20181
Orion Portfolio Solutions, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
COBIZ WEALTH, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Daiwa Capital Markets America Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
Destination Wealth Management 110.00%0.00%0.00%Q2 2019Q2 20191
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q4 20211
SIGNATUREFD, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Intelligence Driven Advisers, LLC 110.12%0.12%0.12%Q2 2019Q2 20191
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Biltmore Family Office, LLC 110.16%0.16%0.16%Q4 2019Q4 20191
FIRST FINANCIAL EQUITY CORPORATION 110.35%0.35%0.35%Q1 2017Q1 20171
EMERSON INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Rice Partnership, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
CAPITAL INSIGHT PARTNERS, LLC 110.41%0.41%0.41%Q2 2020Q2 20201
Kistler-Tiffany Companies, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
FourThought Financial, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Irish Life Investment Managers Ltd. 110.24%0.24%0.24%Q2 2013Q2 20131
Cornerstone Planning Group LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Winfield Associates, Inc. 110.22%0.22%0.22%Q4 2013Q4 20131
IPG Investment Advisors LLC 110.04%0.04%0.04%Q1 2019Q1 20191
Formidable Asset Management, LLC 110.26%0.26%0.26%Q1 2019Q1 20191
SII INVESTMENTS INC/WI 110.10%0.10%0.10%Q2 2013Q2 20131
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Providence Capital Advisors, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Evolution Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
FNY Managed Accounts LLC 110.28%0.28%0.28%Q3 2014Q3 20141
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
OTA Financial Group L.P. 110.32%0.32%0.32%Q2 2013Q2 20131
Fullerton Fund Management Co Ltd. 110.83%0.83%0.83%Q1 2023Q1 20231
AVIANCE CAPITAL MANAGEMENT, LLC 110.06%0.06%0.06%Q1 2014Q1 20141
EXENCIAL WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q1 2013Q1 20131
Trexquant Investment LP 110.03%0.03%0.03%Q1 2020Q1 20201
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Headlands Technologies LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Veritable, L.P. 110.00%0.00%0.00%Q4 2013Q4 20131
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Gemmer Asset Management LLC 110.00%0.00%0.00%Q2 2014Q2 20141
WILLIAMS JONES & ASSOCIATES LLC 110.02%0.02%0.02%Q2 2013Q2 20131
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
WBI INVESTMENTS, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
FineMark National Bank & Trust 110.00%0.00%0.00%Q4 2013Q4 20131
Nemes Rush Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Guidance Point Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
XPONANCE, INC. 113.44%3.44%3.44%Q1 2018Q1 20181
Quent Capital, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
SIMON QUICK ADVISORS, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
BELLEVUE ASSET MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Stack Financial Management, Inc 110.03%0.03%0.03%Q4 2016Q4 20161
Santori & Peters, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
SYON CAPITAL LLC 110.83%0.83%0.83%Q3 2023Q3 20231
Aaron Wealth Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Pacifica Partners Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Premia Global Advisors, LLC 110.41%0.41%0.41%Q4 2017Q4 20171
Alhambra Investment Management LLC 110.49%0.49%0.49%Q2 2020Q2 20201
Regent Investment Management LLC 110.44%0.44%0.44%Q1 2016Q1 20161
BANK OF NOVA SCOTIA 110.00%0.00%0.00%Q3 2013Q3 20131
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
First Allied Asset Management, Inc. 110.79%0.79%0.79%Q2 2013Q2 20131
INVESTMENT CENTERS OF AMERICA INC 110.10%0.10%0.10%Q2 2013Q2 20131
GENWORTH FINANCIAL INC 110.00%0.00%0.00%Q2 2013Q2 20131
Covenant Asset Management, LLC 110.17%0.17%0.17%Q4 2016Q4 20161
Lee Capital Holdings LLC 110.20%0.20%0.20%Q3 2019Q3 20191
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q3 2017Q3 20171
First PREMIER Bank 110.00%0.00%0.00%Q2 2022Q2 20221
Ausdal Financial Partners, Inc. 110.04%0.04%0.04%Q4 2015Q4 20151
Elgethun Capital Management 110.10%0.10%0.10%Q4 2016Q4 20161
Allegis Investment Advisors, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
Circle Wealth Management, LLC 110.30%0.30%0.30%Q1 2020Q1 20201
Janney Capital Management LLC 110.28%0.28%0.28%Q3 2019Q3 20191
Baystate Wealth Management LLC 110.00%0.00%0.00%Q1 2019Q1 20191
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Apollon Wealth Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
HighTower Trust Company, N.A. 110.18%0.18%0.18%Q2 2022Q2 20221
Ten Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Hanson & Doremus Investment Management 110.00%0.00%0.00%Q4 2020Q4 20201
HM PAYSON & CO 110.00%0.00%0.00%Q3 2020Q3 20201
Tidal Investments LLC 110.21%0.21%0.21%Q2 2019Q2 20191
Concert Wealth Management Inc. 110.01%0.01%0.01%Q3 2016Q3 20161
Optiver Holding B.V. 110.00%0.00%0.00%Q1 2021Q1 20211
Arden Trust Co 110.01%0.01%0.01%Q1 2020Q1 20201
STOCK YARDS BANK & TRUST CO 110.04%0.04%0.04%Q2 2013Q2 20131
Valmark Advisers, Inc. 110.01%0.01%0.01%Q3 2019Q3 20191
Pointe Capital Management LLC 110.20%0.20%0.20%Q4 2016Q4 20161
Argent Trust Co 110.02%0.02%0.02%Q3 2021Q3 20211
Stadion Money Management, LLC 110.05%0.05%0.05%Q1 2016Q1 20161
SOCIETE GENERALE 110.03%0.03%0.03%Q2 2016Q2 20161
Ritter Daniher Financial Advisory LLC / DE 110.05%0.05%0.05%Q1 2023Q1 20231
NorthRock Partners, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
NEW ENGLAND ASSET MANAGEMENT INC 110.00%0.00%0.00%Q1 2015Q1 20151
DRW Securities, LLC 110.32%0.32%0.32%Q4 2019Q4 20191
HYMAN CHARLES D 110.03%0.03%0.03%Q4 2019Q4 20191
Kathmere Capital Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Donald L. Hagan, LLC 112.02%2.02%2.02%Q1 2019Q1 20191
Bellwether Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
NORTHSTAR ASSET MANAGEMENT Co LLC 111.56%1.56%1.56%Q2 2013Q2 20131
Ironwood Financial, llc 110.00%0.00%0.00%Q4 2014Q4 20141
VANGUARD GROUP INC 110.00%0.00%0.00%Q4 2019Q4 20191
FIRST TRUST ADVISORS LP 110.00%0.00%0.00%Q3 2016Q3 20161
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
CREDIT AGRICOLE S A 110.00%0.00%0.00%Q4 2013Q4 20131
Nalls Sherbakoff Group, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Aveo Capital Partners, LLC 110.08%0.08%0.08%Q2 2021Q2 20211
Veracity Capital LLC 110.13%0.13%0.13%Q4 2019Q4 20191
ST GERMAIN D J CO INC 110.00%0.00%0.00%Q3 2023Q3 20231
CAZENOVE CAPITAL MANAGEMENT LTD 110.30%0.30%0.30%Q2 2013Q2 20131
Lee Financial Co 110.00%0.00%0.00%Q3 2023Q3 20231
Miracle Mile Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Altshuler Shaham Ltd 110.04%0.04%0.04%Q2 2021Q2 20211
Zurcher Kantonalbank (Zurich Cantonalbank) 110.15%0.15%0.15%Q4 2011Q4 20111
GSA CAPITAL PARTNERS LLP 110.04%0.04%0.04%Q3 2023Q3 20231
Security Financial Services, INC. 110.29%0.29%0.29%Q1 2023Q1 20231
TRUE Private Wealth Advisors 110.01%0.01%0.01%Q3 2018Q3 20181
IFC Holdings Incorporated/FL 110.16%0.16%0.16%Q2 2013Q2 20131
GTS SECURITIES LLC 110.03%0.03%0.03%Q2 2023Q2 20231
EPG Wealth Management LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Merriman Wealth Management, LLC 110.74%0.74%0.74%Q3 2016Q3 20161
Acorn Advisory Capital L.P. 110.65%0.65%0.65%Q4 2017Q4 20171
Beaumont Capital Management, LLC 111.20%1.20%1.20%Q2 2021Q2 20211
B. Riley Wealth Advisors, Inc. 110.08%0.08%0.08%Q3 2017Q3 20171
Thor Advisors, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 110.59%0.59%0.59%Q4 2017Q4 20171
EP Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
External links

This page lists all the filers that currently own ISHARES INC or have owned ISHARES INC in the past.